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OC-WC - Get Ready for Tax Season: Last-Minute Update 1.24.18
Jagerhaus Restaurant
2525 E Ball Rd
Anaheim, CA 92806
USA
714-520-9500

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Wednesday, January 24, 2018, 6:00 PM - 8:30 PM PDT
Category: Chapter Meetings

Wine Country Chapter Meeting:
Get Ready for Tax Season: Last-Minute Update

Date/Time

January 24, 2018
6 to 8:30 p.m.

Location

Jagerhaus Restaurant
2525 E Ball Rd
Anaheim, CA 92806
714-520-9500

Description

Get Ready for Tax Season with a Last-Minute Update Everyone is talking about the new tax law, but the returns we'll be preparing this tax season are under the old law. So we need to be sure we're up-to-date with the law we'll be using to prepare this season's returns. We also need to be aware of some provisions of about the new law that may affect our clients' planning. Ruth and Shari will cover both aspects. They'll review the highlights of the changes affecting 2017 returns so we can prepare our returns efficiently and accurately. In addition, they'll mention some of the changes in the new law that our clients need to know in order to plan for next year. Refreshing our knowledge of the old law and potential planning opportunities of the new law will get us ready to go into our tax season!

Presenters

Ruth Godfrey, EA and Shari Hardy, EA

Presenter Bios

RUTH H GODFREY, EA: Ruth has been an Enrolled Agent since 1984 and is President of Godfrey and Hardy Tax & Business Services Inc. She works with both individuals and businesses in her tax practice. Prior to becoming an Enrolled Agent Ruth was a licensed real estate agent specializing in 1031exchanges. She has many clients involved in real estate and she also has kept in contact with the real estate market even though no longer a licensee. Ruth conducts seminars and workshops on a variety of subjects for tax preparers, tax payers, and other business professionals. She is frequently of consult to other tax preparers as well as to real estate professionals on the proper structuring and reporting of real estate transactions. Ruth is a past president of CSTC and the Inland Empire CSTC Chapter as well as a Past-Chairman of the California Tax Education Council (CTEC). She is currently serving CSTC as Parliamentarian. Ruth is a Fellow of the National Tax Practice Institute of NAEA and is the NSA District Governor for District X. Involved in civic groups as well as professional, Ruth has also served as president of the Ontario, California, Chamber of Commerce.

SHARON C HARDY, EA: Sharon has been preparing taxes since 1991 and she obtained her EA credential in 1994. She is the Vice-President of Godfrey and Hardy Tax & Business Services, Inc. where she specializes in individuals and estate and trust taxation. She also serves as a trustee for several individuals. Sharon has co-authored the CSTC Fundamentals course, has taught tax classes for H & R Block, CSTC, the Citrus Estate Planning Group, and is Secretary of CSTC. Sharon also has firsthand knowledge of non-profit operations having served as both a church administrator and fund raiser. She is a past member of the Planned Giving Round Table, Los Angeles Chapter.

Registration/Cost Details

Cost (Member)
$35

Cost (Non-Member)
$40

Please click here to register online and pay at the door. Or contact Linda at linda@lindadongea.com or 626-288-8558.

1 Federal Law Update
IRS:  18QC1-U-00901-18-I
CRTP/CTEC:  1000-CE-4289

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.


Contact: Linda Dong linda!lindadongea.com or 626-288-8558